See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,392 | $61,774+172.6% | $97,226+73.2% | $80,856+108.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 21.47% | -557.90%+579.4pp | 75.13%-53.7pp | 35.59%-14.1pp |
| Employer contribution / active EE | $5,170 | $1,837+181.5% | $2,729+89.5% | $2,755+87.7% |
| Participant deferral / active EE | $6,963 | $3,029+129.9% | $4,264+63.3% | $4,296+62.1% |
| Admin fee / account holder | $17,403 | $5,166+236.9% | $5,654+207.8% | $6,918+151.6% |